AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
RVW Wealth, LLC 16163.51%6.19%10.10%Q1 2020Q4 202316
AMERICAN CENTURY COMPANIES INC 16160.08%0.11%0.15%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1510.08%0.16%0.23%Q3 2011Q3 202316
Plancorp, LLC 16161.98%3.41%6.42%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.03%0.05%Q4 2019Q3 202316
Versant Capital Management, Inc 16161.10%1.34%1.76%Q1 2020Q4 202316
Moisand Fitzgerald Tamayo, LLC 16160.04%0.06%0.10%Q4 2019Q3 202316
Chicago Partners Investment Group LLC 16160.03%0.28%0.64%Q4 2019Q3 202316
Magnus Financial Group LLC 16160.20%0.34%0.44%Q4 2019Q3 202316
HighTower Advisors, LLC 15150.01%0.11%0.29%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.08%0.21%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 14140.00%0.00%0.02%Q2 2020Q3 202314
Adero Partners, LLC 14140.30%6.33%8.85%Q2 2020Q3 202314
SAGE RHINO CAPITAL LLC 14142.28%2.55%2.87%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.01%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.03%0.10%Q3 2020Q3 202313
Truadvice, LLC 13130.30%1.26%2.32%Q3 2020Q3 202313
Merriman Wealth Management, LLC 1210.02%0.02%0.04%Q1 2020Q3 202313
Prosperity Planning, Inc. 12120.41%0.69%0.97%Q4 2020Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 121211.26%22.91%29.01%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.02%0.76%1.27%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.01%Q4 2020Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 12120.85%1.63%2.36%Q4 2020Q3 202312
Citadel Advisors 410.00%0.00%0.00%Q2 2020Q3 202312
Waypoint Wealth Partners Inc. 121212.78%18.56%22.11%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 11110.04%0.12%0.27%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.03%0.06%Q1 2021Q3 202311
Private Advisor Group, LLC 11110.01%0.04%0.08%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.01%0.04%Q1 2021Q3 202311
CPWM, LLC 11110.32%0.92%1.90%Q1 2020Q3 202211
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.04%0.11%Q1 2021Q3 202311
Great Point Wealth Advisors, LLC 11110.26%9.52%13.43%Q1 2021Q3 202311
USAdvisors Wealth Management, LLC 11110.21%0.37%0.42%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
SOL Capital Management CO 10100.10%0.50%0.71%Q2 2021Q3 202310
ROYAL BANK OF CANADA 640.00%0.00%0.00%Q3 2020Q3 202310
Avestar Capital, LLC 10100.10%1.95%3.28%Q2 2021Q3 202310
V Wealth Advisors LLC 10100.07%1.76%3.18%Q1 2021Q2 202310
B&D White Capital Company, LLC 10100.10%6.59%12.59%Q2 2021Q3 202310
IHT Wealth Management, LLC 10100.03%0.07%0.17%Q2 2021Q3 202310
OneDigital Investment Advisors LLC 10100.02%0.33%1.06%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.02%0.04%Q2 2021Q3 202310
SAX WEALTH ADVISORS, LLC 10100.19%1.74%3.28%Q2 2021Q3 202310
Tortoise Investment Management, LLC 10100.01%1.07%2.08%Q2 2021Q3 202310
Sunbelt Securities, Inc. 10100.10%0.15%0.17%Q2 2021Q3 202310
BerganKDV Wealth Management, LLC 10100.01%0.03%0.04%Q1 2021Q2 202310
Bridgewater Advisors Inc. 640.10%0.57%1.38%Q1 2021Q3 202310
Mutual Advisors, LLC 910.02%0.11%0.15%Q4 2020Q3 202310
Apella Capital, LLC 730.17%0.37%1.03%Q2 2021Q4 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2020Q3 20239
BUCKINGHAM STRATEGIC WEALTH, LLC 810.02%0.21%0.39%Q2 2020Q3 20239
BRIGHTON JONES LLC 990.02%0.02%0.02%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 990.01%0.11%0.33%Q3 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 992.71%3.18%3.50%Q3 2021Q3 20239
Cambridge Investment Research Advisors, Inc. 990.00%0.02%0.06%Q3 2021Q3 20239
Financial Partners Group, Inc 990.05%0.06%0.06%Q3 2021Q3 20239
Herold Advisors, Inc. 990.32%0.61%0.92%Q3 2021Q3 20239
PARK AVENUE SECURITIES LLC 990.01%0.18%0.39%Q3 2021Q3 20239
GRAND WEALTH MANAGEMENT, LLC 880.60%5.14%7.49%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 881.25%1.31%1.40%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.04%0.91%1.67%Q4 2021Q3 20238
Belpointe Asset Management LLC 880.03%0.39%0.88%Q4 2021Q3 20238
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 880.07%0.24%0.42%Q4 2021Q3 20238
Renaissance Technologies 620.00%0.00%0.00%Q3 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.33%1.75%2.42%Q4 2021Q3 20238
Waterfront Wealth Inc. 880.33%0.40%0.53%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.18%4.27%7.20%Q4 2021Q3 20238
Silicon Hills Wealth Management, LLC 880.91%9.29%13.37%Q3 2021Q2 20238
MAGNOLIA CAPITAL ADVISORS LLC 322.23%3.14%4.25%Q2 2020Q2 20238
Annapolis Financial Services, LLC 880.07%0.83%1.47%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.40%0.65%0.99%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Burleson & Company, LLC 880.00%0.01%0.03%Q1 2021Q4 20228
AVANTAX ADVISORY SERVICES, INC. 530.00%0.01%0.04%Q3 2021Q3 20238
WorthPointe, LLC 883.25%6.40%7.75%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.16%0.26%0.61%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 884.36%8.23%10.80%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.93%1.43%1.70%Q4 2021Q3 20238
Evanson Asset Management, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.11%0.13%0.17%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.46%0.67%0.84%Q4 2021Q3 20238
BCR Wealth Strategies, LLC 8836.81%39.98%44.51%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 710.00%0.00%0.00%Q3 2019Q3 20238
Strategic Blueprint, LLC 880.29%2.41%3.17%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.18%0.24%0.28%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 887.39%8.94%10.21%Q4 2021Q3 20238
WMG Financial Advisors, LLC 884.37%11.94%20.45%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 620.01%0.02%0.07%Q3 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.12%0.91%1.20%Q4 2021Q3 20238
HB Wealth Management, LLC 770.05%0.13%0.30%Q1 2022Q3 20237
Asset Dedication, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
LexAurum Advisors, LLC 771.73%2.78%3.12%Q1 2022Q3 20237
Greenspring Advisors, LLC 770.20%1.37%2.40%Q1 2022Q3 20237
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
FMR LLC 520.00%0.00%0.00%Q1 2020Q3 20237
McLean Asset Management Corp 770.62%1.69%2.57%Q2 2022Q4 20237
Facet Wealth, Inc. 610.04%0.24%0.34%Q4 2021Q3 20237
M&T BANK CORP 770.00%0.00%0.00%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.07%0.29%0.81%Q4 2021Q3 20237
Stratos Wealth Partners, LTD. 520.01%0.07%0.12%Q1 2021Q3 20237
AWM CAPITAL, LLC 770.93%7.71%10.93%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.06%0.09%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.03%0.10%0.16%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Kestra Advisory Services, LLC 770.01%0.03%0.07%Q1 2022Q3 20237
Marquette Asset Management, LLC 770.59%0.68%0.75%Q4 2020Q2 20227
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WESPAC Advisors SoCal, LLC 770.11%0.34%0.65%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q2 2021Q3 20237
REGATTA CAPITAL GROUP, LLC 773.87%4.42%5.64%Q1 2022Q3 20237
Oakwell Private Wealth Management, LLC 770.19%0.32%0.87%Q1 2022Q3 20237
BAYSHORE ASSET MANAGEMENT, LLC 771.23%2.28%2.73%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.88%1.37%Q1 2022Q3 20237
CVA Family Office, LLC 770.00%1.20%2.14%Q1 2022Q3 20237
Truepoint, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2020Q2 20237
ROOSEVELT INVESTMENT GROUP LLC 770.02%0.03%0.04%Q1 2021Q3 20227
Hill Investment Group Partners, LLC 770.19%0.55%1.44%Q1 2022Q3 20237
Waypoint Capital Advisors, LLC 663.79%4.81%6.81%Q2 2022Q3 20236
Wealth Management Partners, LLC 660.63%0.73%0.86%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 660.01%0.01%0.01%Q2 2022Q3 20236
COMMERCE BANK 660.00%0.00%0.00%Q2 2022Q3 20236
Divergent Planning, LLC 667.38%7.54%7.68%Q2 2022Q3 20236
Smith Anglin Financial, LLC 660.28%4.70%6.59%Q2 2022Q3 20236
Lauterbach Financial Advisors, LLC 420.18%0.20%0.20%Q4 2021Q3 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Intelligent Financial Strategies 660.35%0.62%0.93%Q2 2022Q3 20236
NWAM LLC 660.03%0.05%0.06%Q2 2022Q3 20236
Passive Capital Management, LLC. 661.34%4.46%8.30%Q4 2021Q1 20236
Quantitative Advantage, LLC 660.30%0.33%0.36%Q4 2021Q1 20236
Highland Financial Advisors, LLC 666.65%7.84%8.34%Q2 2022Q3 20236
Wedmont Private Capital 660.39%0.75%0.94%Q2 2022Q3 20236
American Trust 660.05%0.06%0.08%Q1 2022Q2 20236
Midwest Heritage Bank, FSB 660.43%0.57%0.81%Q2 2022Q3 20236
COOPER/HAIMS ADVISORS, LLC 660.20%0.54%0.67%Q2 2022Q3 20236
Cornerstone Wealth Management, LLC 330.18%0.22%0.27%Q1 2022Q3 20236
Diversified Portfolios, Inc. 660.09%0.11%0.15%Q2 2022Q3 20236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.01%0.06%0.18%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 660.00%0.00%0.01%Q2 2022Q3 20236
Abacus Planning Group, Inc. 660.20%0.24%0.26%Q4 2020Q1 20226
WIPFLI FINANCIAL ADVISORS LLC, 669.89%14.36%16.64%Q2 2021Q3 20226
Brio Consultants, LLC 660.05%1.09%1.33%Q2 2022Q3 20236
Auxano Advisors, LLC 660.31%2.24%4.41%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.03%0.05%Q2 2022Q3 20236
WMS Partners, LLC 660.53%2.73%4.15%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 6610.30%13.11%16.19%Q2 2022Q3 20236
Pure Financial Advisors, LLC 410.01%0.01%0.02%Q3 2021Q4 20236
Geometric Wealth Advisors 660.58%1.82%5.13%Q2 2022Q3 20236
JACKSON THORNTON ASSET MANAGEMENT, LLC 550.07%0.08%0.08%Q3 2022Q3 20235
Clear Harbor Asset Management, LLC 550.04%0.06%0.06%Q3 2022Q3 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2019Q3 20235
UMB Bank, n.a. 550.02%0.04%0.05%Q3 2022Q3 20235
Echo Wealth Management, LLC 556.54%7.49%7.93%Q3 2022Q3 20235
REDW Wealth LLC 550.13%1.70%4.32%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 410.00%0.02%0.06%Q2 2022Q3 20235
JRM Investment Counsel, LLC 551.30%2.40%4.02%Q3 2022Q3 20235
ANDERSON HOAGLAND & CO 550.50%0.60%0.71%Q3 2022Q3 20235
TCG Advisory Services, LLC 550.11%0.15%0.19%Q3 2022Q3 20235
CRA Financial Services, LLC 410.06%0.07%0.08%Q3 2021Q2 20235
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q1 2022Q3 20235
Capital Group Private Client Services, Inc. 550.02%0.04%0.05%Q3 2022Q3 20235
Applied Capital LLC 550.16%1.47%1.92%Q1 2021Q1 20225
Aprio Wealth Management, LLC 550.18%0.20%0.22%Q3 2022Q3 20235
Forum Financial Management, LP 550.02%0.08%0.12%Q3 2022Q3 20235
Bridge Advisory, LLC 550.74%0.86%0.93%Q3 2022Q3 20235
Callan Capital, LLC 550.93%1.13%1.41%Q3 2022Q3 20235
Faithward Advisors, LLC 550.00%0.03%0.09%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.07%0.09%Q4 2021Q3 20235
Ruedi Wealth Management, Inc. 441.22%1.32%1.46%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 442.63%3.06%3.38%Q4 2022Q3 20234
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Integrity Advisory, LLC 442.70%3.37%4.82%Q1 2022Q4 20224
CONTINUUM WEALTH ADVISORS, LLC 4412.09%13.08%13.71%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 443.48%3.87%4.25%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 440.08%0.08%0.09%Q4 2022Q3 20234
FIRST NATIONAL TRUST CO 440.01%0.03%0.03%Q2 2021Q1 20224
Cetera Advisor Networks LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.67%0.83%0.93%Q4 2022Q3 20234
Flagstone Financial Management 443.51%3.74%3.97%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.13%0.14%0.18%Q4 2022Q3 20234
Glenview Trust Co 440.02%0.16%0.28%Q4 2022Q3 20234
Seed Wealth Management, Inc. 443.02%3.27%3.49%Q4 2022Q3 20234
Global Trust Asset Management, LLC 310.00%0.01%0.05%Q4 2019Q3 20234
My Personal CFO, LLC 440.92%3.46%4.68%Q4 2022Q3 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 445.73%6.11%6.36%Q4 2022Q3 20234
TRIAD FINANCIAL ADVISORS, INC. 440.16%0.19%0.20%Q4 2022Q3 20234
Corient Private Wealth LLC 440.08%0.10%0.11%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4413.62%14.29%14.73%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Creative Planning 440.17%0.26%0.42%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
Betterment LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Bank of New York Mellon Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.24%0.26%0.30%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 310.01%0.01%0.01%Q2 2022Q3 20234
HTG Investment Advisors, Inc. 446.96%7.10%7.26%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.03%0.05%0.12%Q4 2021Q1 20234
Intelligence Driven Advisers, LLC 441.92%3.15%4.77%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.03%0.04%0.04%Q4 2022Q3 20234
Canvas Wealth Advisors, LLC 440.51%1.00%1.26%Q4 2022Q3 20234
RMB Capital Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Morling Financial Advisors, LLC 443.90%4.17%4.72%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.02%0.04%0.07%Q4 2022Q3 20234
Patriot Financial Group Insurance Agency, LLC 440.00%0.01%0.01%Q3 2021Q2 20224
Atlas Wealth LLC 440.21%0.24%0.29%Q4 2022Q3 20234
LAM GROUP, INC. 440.56%0.56%0.58%Q4 2022Q3 20234
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.01%Q4 2022Q3 20234
SG Americas Securities, LLC 440.01%0.01%0.02%Q3 2019Q2 20204
Ten Capital Wealth Advisors, LLC 440.06%0.07%0.08%Q1 2022Q4 20224
Trilogy Capital Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Pacific Life Fund Advisors LLC 4411.36%31.64%50.55%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 449.82%10.32%10.92%Q4 2022Q3 20234
Disciplina Capital Management LLC 440.90%1.43%1.95%Q4 2022Q3 20234
KWB Wealth 440.35%0.37%0.39%Q4 2022Q3 20234
True Wealth Design, LLC 441.74%1.98%2.14%Q4 2022Q3 20234
55I, LLC 440.05%0.18%0.26%Q4 2021Q3 20224
Werba Rubin Papier Wealth Management 4413.88%14.70%15.01%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
ARQ WEALTH ADVISORS, LLC 330.33%3.62%5.34%Q1 2023Q3 20233
L & S Advisors Inc 330.37%0.45%0.55%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 330.03%0.07%0.12%Q4 2021Q2 20223
Capital Investment Advisory Services, LLC 330.32%0.35%0.40%Q1 2023Q3 20233
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
Gateway Wealth Partners, LLC 330.60%0.94%1.13%Q1 2023Q3 20233
FAS Wealth Partners, Inc. 210.89%1.03%1.13%Q4 2022Q3 20233
ZRC WEALTH MANAGEMENT, LLC 331.95%1.96%1.97%Q1 2023Q3 20233
Bull Oak Capital, LLC 330.02%10.34%15.62%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 331.78%1.80%1.82%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.01%0.02%0.06%Q2 2022Q1 20233
HYA Advisors, Inc 330.62%2.71%4.68%Q4 2021Q2 20223
CASTLE WEALTH MANAGEMENT LLC 331.94%2.42%2.69%Q1 2023Q3 20233
Summit X, LLC 330.10%0.25%0.40%Q1 2023Q3 20233
CITIGROUP INC 110.00%0.00%0.00%Q1 2022Q3 20233
Good Life Advisors, LLC 330.04%0.11%0.16%Q1 2023Q3 20233
Acropolis Investment Management, LLC 330.79%0.80%0.80%Q1 2023Q3 20233
PCG Wealth Advisors, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Strategic Financial Concepts, LLC 330.96%1.11%1.23%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 210.08%0.08%0.09%Q2 2021Q1 20223
Meredith Wealth Planning 331.96%2.80%3.33%Q1 2023Q3 20233
Full Sail Capital, LLC 333.98%4.23%4.38%Q1 2023Q3 20233
Abacus Wealth Partners, LLC 330.13%0.60%0.94%Q2 2021Q4 20213
Orion Capital Management LLC 330.06%2.16%4.21%Q1 2023Q3 20233
Paracle Advisors, LLC 330.23%0.28%0.38%Q3 2020Q1 20213
Cetera Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Brinker Capital Investments, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Buttonwood Financial Group, LLC 336.90%8.72%10.44%Q2 2023Q4 20233
Geneos Wealth Management Inc. 330.13%0.13%0.14%Q1 2023Q3 20233
Concord Wealth Partners 330.00%0.00%0.00%Q3 2021Q1 20223
Tanglewood Legacy Advisors, LLC 330.61%0.62%0.63%Q1 2023Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.00%0.10%0.29%Q3 2022Q3 20233
Tillman Hartley LLC 330.13%0.13%0.13%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Calamos Wealth Management LLC 210.02%0.02%0.02%Q4 2021Q2 20233
Mariner, LLC 330.01%0.01%0.03%Q1 2023Q3 20233
OAKWOOD CAPITAL MANAGEMENT LLC/CA 331.97%2.01%2.09%Q4 2020Q2 20213
GEM Asset Management, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Brainard Capital Management LLC 222.04%2.05%2.06%Q4 2022Q1 20232
Certified Advisory Corp 220.11%0.16%0.20%Q2 2023Q3 20232
Safeguard Financial, LLC 220.03%0.25%0.47%Q1 2023Q2 20232
Objective Capital Management, LLC 220.20%0.24%0.28%Q2 2023Q3 20232
MARSHALL WACE, LLP 220.00%0.00%0.00%Q1 2023Q2 20232
Axim Planning & Wealth 220.00%0.01%0.02%Q2 2022Q3 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.04%0.05%0.06%Q1 2022Q4 20222
Proficio Capital Partners LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.10%0.19%0.29%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Vestmark Advisory Solutions, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
CGN Advisors LLC 220.07%0.08%0.10%Q3 2023Q4 20232
Waverly Advisors, LLC 221.01%1.01%1.01%Q2 2023Q3 20232
Rockefeller Capital Management L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q3 2021Q4 20212
TimeScale Financial, Inc. 220.00%0.00%0.01%Q1 2023Q2 20232
Almanack Investment Partners, LLC. 220.11%0.12%0.12%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q3 20232
FLOW TRADERS U.S. LLC 220.05%0.06%0.07%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BLUESTEIN R H & CO LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
VICUS CAPITAL 220.08%0.08%0.09%Q2 2023Q3 20232
Zhang Financial LLC 220.04%0.10%0.17%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.35%0.37%0.39%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2022Q3 20222
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2022Q1 20232
Householder Group Estate & Retirement Specialist, LLC 110.06%0.08%0.11%Q1 2023Q3 20232
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Level Financial Advisors 220.01%0.01%0.01%Q4 2021Q1 20222
CWM, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
LEO BROKERAGE, LLC 223.96%5.13%6.30%Q1 2023Q2 20232
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.01%0.03%0.04%Q2 2023Q3 20232
GREENUP STREET WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2023Q3 20231
DOWLING & YAHNKE LLC 110.03%0.03%0.03%Q3 2022Q3 20221
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2022Q2 20221
Single Point Partners, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
City State Bank 110.00%0.00%0.00%Q2 2023Q2 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.05%0.05%0.05%Q1 2023Q1 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
SFG Wealth Management, LLC. 112.60%2.60%2.60%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WCG Wealth Advisors LLC 111.48%1.48%1.48%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tranquility Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.85%0.85%0.85%Q2 2020Q2 20201
RFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hutchens & Kramer Investment Management Group, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2023Q2 20231
Lion Street Advisors, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.95%0.95%0.95%Q4 2023Q4 20231
VIVID FINANCIAL MANAGEMENT, INC. 110.17%0.17%0.17%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ALBION FINANCIAL GROUP /UT 110.07%0.07%0.07%Q4 2021Q4 20211
Aveo Capital Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Capasso Planning Partners LLC 110.41%0.41%0.41%Q1 2022Q1 20221
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2023Q3 20231
TFB Advisors LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Align Wealth Management, LLC 110.42%0.42%0.42%Q4 2022Q4 20221
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Personal Capital Advisors Corp 110.00%0.00%0.00%Q3 2020Q3 20201
COZAD ASSET MANAGEMENT INC 110.05%0.05%0.05%Q3 2023Q3 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2019Q3 20191
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FLAGSHIP HARBOR ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Mattern Wealth Management LLC 112.21%2.21%2.21%Q3 2023Q3 20231
External links

This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.